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Is there a way to generate a customer statement showing the detail of both open and closed documents?

  • November 29, 2022
  • 2 replies
  • 291 views
M
Freshman I

Hi, 

I am trying to pull the customer statement with detail as sometimes there is a discrepancy and you want to indicate what has been paid or received and what is still open as well.

 

 

Kind regards

Best answer by BethKesser24

You can run the AR Balance by Customer Report.  And on the Report Format drop down, make sure you select ALL Documents (see below):

 

 

2 replies

BethKesser24
Jr Varsity III
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  • BethKesser24
  • Jr Varsity III
  • Answer
  • November 29, 2022

You can run the AR Balance by Customer Report.  And on the Report Format drop down, make sure you select ALL Documents (see below):

 

 

Ahmed
Chris Hackett
M
Freshman I
  • marinemuller30
  • Author
  • Freshman I
  • November 30, 2022

Hi @BethKesser24 thanks, I will use that one for now, just thought maybe the actual statement that you can print has the option if needed.

 

but this can also work for the odd customers that needs a “recon” of what has been applied

Chris Hackett
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